CFS INVESTMENT ADVISORY SERVICES LLC
CRD #106577 SEC #801-45064 TOTOWA, NJ 973-826-8800
SEC Registered
Total AUM
$2.4B
Discretionary
$1.6B
Employees
16
Clients
251
Accounts
3,383
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $1.6B | $778.1M | 16 | 0 |
| Aug 2024 | $2.1B | $1.3B | $763.2M | 10 | 0 |
| Mar 2024 | $2.1B | $1.3B | $763.2M | 10 | 0 |
| Mar 2023 | $1.8B | $1.1B | $721.3M | 12 | 0 |
| Mar 2023 | $1.8B | $1.1B | $721.3M | 12 | 0 |
| Oct 2022 | $2.1B | $1.2B | $885.9M | 12 | 0 |
| Mar 2022 | $2.1B | $1.2B | $885.9M | 12 | 0 |
| Sep 2021 | $1.7B | $917.3M | $760.7M | 12 | 84 |
| May 2021 | $1.7B | $917.3M | $760.7M | 12 | 84 |
| Mar 2021 | $1.7B | $917.3M | $760.7M | 12 | 84 |
| Aug 2020 | $1.5B | $781.2M | $682M | 11 | 7 |
| Jun 2020 | $1.5B | $781.2M | $682M | 11 | 7 |
| May 2020 | $1.5B | $781.2M | $682M | 11 | 7 |
| May 2020 | $1.5B | $781.2M | $682M | 11 | 7 |
| Mar 2020 | $1.5B | $781.2M | $682M | 11 | 7 |
| Jun 2019 | $1.1B | $458.2M | $600.7M | 11 | 3 |
| Jun 2019 | $1.1B | $458.2M | $600.7M | 11 | 3 |
| Mar 2019 | $1.1B | $458.2M | $600.7M | 11 | 3 |
| May 2018 | $1.1B | $444.7M | $621.2M | 9 | 3 |
| Mar 2018 | $1.1B | $444.7M | $621.2M | 9 | 3 |
| Feb 2017 | $883.8M | $350M | $533.8M | 8 | 800 |
| Mar 2016 | $769.6M | $309.6M | $460M | 8 | 700 |
| Mar 2016 | $769.6M | $309.6M | $460M | 8 | 700 |
| Mar 2015 | $753.8M | $297.7M | $456.1M | 7 | 600 |
| Mar 2014 | $647.3M | $249.9M | $397.4M | 7 | 600 |
| May 2013 | $515.7M | $202.8M | $312.9M | 7 | 600 |
| Mar 2013 | $515.7M | $202.8M | $312.9M | 7 | 600 |
| Mar 2012 | $681M | $174.9M | $506.2M | 6 | 600 |
| Mar 2011 | $662.1M | $118.7M | $543.4M | 10 | -- |
| Mar 2009 | $458.8M | $46.3M | $412.5M | 10 | -- |
| Mar 2008 | $631.2M | $31.4M | $599.9M | 10 | -- |
| Dec 2007 | $472.1M | $25.9M | $446.2M | 10 | -- |
| Mar 2007 | $472.1M | $25.9M | $446.2M | 10 | -- |
| Dec 2006 | $411.5M | $15.8M | $395.7M | 5 | -- |
| Mar 2006 | $411.5M | $15.8M | $395.7M | 5 | -- |
| Apr 2002 | $233.5M | $0 | $233.5M | 5 | -- |
DateMar 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$778.1M
Employees16
Clients0
DateAug 2024
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$763.2M
Employees10
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$763.2M
Employees10
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$721.3M
Employees12
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$721.3M
Employees12
Clients0
DateOct 2022
Total AUM$2.1B
Discretionary$1.2B
Non-Disc.$885.9M
Employees12
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$1.2B
Non-Disc.$885.9M
Employees12
Clients0
DateSep 2021
Total AUM$1.7B
Discretionary$917.3M
Non-Disc.$760.7M
Employees12
Clients84
DateMay 2021
Total AUM$1.7B
Discretionary$917.3M
Non-Disc.$760.7M
Employees12
Clients84
DateMar 2021
Total AUM$1.7B
Discretionary$917.3M
Non-Disc.$760.7M
Employees12
Clients84
DateAug 2020
Total AUM$1.5B
Discretionary$781.2M
Non-Disc.$682M
Employees11
Clients7
DateJun 2020
Total AUM$1.5B
Discretionary$781.2M
Non-Disc.$682M
Employees11
Clients7
DateMay 2020
Total AUM$1.5B
Discretionary$781.2M
Non-Disc.$682M
Employees11
Clients7
DateMay 2020
Total AUM$1.5B
Discretionary$781.2M
Non-Disc.$682M
Employees11
Clients7
DateMar 2020
Total AUM$1.5B
Discretionary$781.2M
Non-Disc.$682M
Employees11
Clients7
DateJun 2019
Total AUM$1.1B
Discretionary$458.2M
Non-Disc.$600.7M
Employees11
Clients3
DateJun 2019
Total AUM$1.1B
Discretionary$458.2M
Non-Disc.$600.7M
Employees11
Clients3
DateMar 2019
Total AUM$1.1B
Discretionary$458.2M
Non-Disc.$600.7M
Employees11
Clients3
DateMay 2018
Total AUM$1.1B
Discretionary$444.7M
Non-Disc.$621.2M
Employees9
Clients3
DateMar 2018
Total AUM$1.1B
Discretionary$444.7M
Non-Disc.$621.2M
Employees9
Clients3
DateFeb 2017
Total AUM$883.8M
Discretionary$350M
Non-Disc.$533.8M
Employees8
Clients800
DateMar 2016
Total AUM$769.6M
Discretionary$309.6M
Non-Disc.$460M
Employees8
Clients700
DateMar 2016
Total AUM$769.6M
Discretionary$309.6M
Non-Disc.$460M
Employees8
Clients700
DateMar 2015
Total AUM$753.8M
Discretionary$297.7M
Non-Disc.$456.1M
Employees7
Clients600
DateMar 2014
Total AUM$647.3M
Discretionary$249.9M
Non-Disc.$397.4M
Employees7
Clients600
DateMay 2013
Total AUM$515.7M
Discretionary$202.8M
Non-Disc.$312.9M
Employees7
Clients600
DateMar 2013
Total AUM$515.7M
Discretionary$202.8M
Non-Disc.$312.9M
Employees7
Clients600
DateMar 2012
Total AUM$681M
Discretionary$174.9M
Non-Disc.$506.2M
Employees6
Clients600
DateMar 2011
Total AUM$662.1M
Discretionary$118.7M
Non-Disc.$543.4M
Employees10
Clients--
DateMar 2009
Total AUM$458.8M
Discretionary$46.3M
Non-Disc.$412.5M
Employees10
Clients--
DateMar 2008
Total AUM$631.2M
Discretionary$31.4M
Non-Disc.$599.9M
Employees10
Clients--
DateDec 2007
Total AUM$472.1M
Discretionary$25.9M
Non-Disc.$446.2M
Employees10
Clients--
DateMar 2007
Total AUM$472.1M
Discretionary$25.9M
Non-Disc.$446.2M
Employees10
Clients--
DateDec 2006
Total AUM$411.5M
Discretionary$15.8M
Non-Disc.$395.7M
Employees5
Clients--
DateMar 2006
Total AUM$411.5M
Discretionary$15.8M
Non-Disc.$395.7M
Employees5
Clients--
DateApr 2002
Total AUM$233.5M
Discretionary$0
Non-Disc.$233.5M
Employees5
Clients--